+143.1%
CELH vs IONS
+161.3%
-18.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | +0.8% |
| 7D | +0.8% | -26.3% | +27.1% | +4.3% |
| 30D | +19.3% | -31.9% | +51.3% | +24.7% |
| 3M | +12.6% | -48.0% | +60.6% | +21.8% |
| 6M | +16.4% | -62.6% | +78.9% | +30.4% |
| YTD | -29.1% | -63.3% | +34.1% | -20.4% |
| 1Y | -26.3% | -58.4% | +32.1% | -18.7% |
| 3Y | -40.1% | -38.2% | -1.9% | -38.7% |
| 5Y | +16.7% | -11.1% | +27.8% | +13.9% |
| 10Y | +4,466.2% | -31.7% | +4,497.9% | +4,356.9% |
| All | +143.1% | +161.3% | -18.2% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling